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325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-07 |
Branch Locations
325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
4030 Smith Road Suite 400, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Lebanon | OH | 07/2013 | 04/2025 |
| U.S. Bancorp Investments, Inc. | Lebanon | OH | 09/2013 | 04/2025 |
| Gryphon Financial Partners | Columbus | OH | 04/2025 | Present |
1) Crossfit Mason; not investment-related; Mason, OH; exercise; Co-Owner; 6/1/2013; 10-15 hours/month; 0 hours/trading; train clients in the morning. 2) T1D Warriors; not investment related; Hebron, KY; non-profit; Board Member; 4/1/2024; 2-3 hours/month; 0 hours/trading; serving as a board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-30 |
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